Estate and Legacy Planning

Where Could Interest and Tax Rates Be Headed?
- September 7, 2021
- Posted by: Becca Mack
- Categories: Economy, Estate and Legacy Planning, Federal Reserve, Taxes & Tax Planning
No Comments
read more
Estate Planning Starts with a Conversation
- June 21, 2021
- Posted by: Becca Mack
- Category: Estate and Legacy Planning
No Comments
read more
Tax Minimization Strategies When Estate Planning
- June 14, 2021
- Posted by: Becca Mack
- Categories: Estate and Legacy Planning, Investing, Tax Strategies, Taxes & Tax Planning
No Comments
read more
An Important Estate Planning Strategy Eliminated
- June 7, 2021
- Posted by: Becca Mack
- Category: Estate and Legacy Planning
No Comments
read more
Why You Need an Estate Plan
- June 1, 2021
- Posted by: Becca Mack
- Category: Estate and Legacy Planning
No Comments
read more
Hallerin Hilton Hill Interviews Jim Brogan on the Importance of Tax and Estate Planning
- April 22, 2021
- Posted by: Becca Mack
- Categories: Estate and Legacy Planning, Featured, Taxes & Tax Planning
No Comments
read more
Passing on a Retirement Account
- November 17, 2020
- Posted by: Becca Mack
- Categories: Estate and Legacy Planning, Retirement Planning, Tax Strategies
No Comments
read more
Beneficiary Designations: The Most Overlooked Area in Estate Planning
- August 17, 2020
- Posted by: Becca Mack
- Categories: Estate and Legacy Planning, Featured
No Comments
read more
Do You Need an Estate Plan? Essential Documents Everyone Needs
- August 7, 2020
- Posted by: Becca Mack
- Categories: Estate and Legacy Planning, Featured
No Comments
read more
Beneficiary Designations: The Most Overlooked Area in Estate Planning
- August 6, 2020
- Posted by: Becca Mack
- Category: Estate and Legacy Planning
No Comments
read more
Are Your Beneficiary Designations Up-to-Date?
- October 10, 2018
- Posted by: Caitlin Gulling
- Category: Estate and Legacy Planning
No Comments
read more
Strategies for Dealing with Your Possessions Upon Downsizing
- September 5, 2018
- Posted by: Caitlin Gulling
- Category: Estate and Legacy Planning
No Comments
read more
Take Care in Writing Beneficiary Designations
- July 12, 2018
- Posted by: Caitlin Gulling
- Category: Estate and Legacy Planning
No Comments
read more
What Are the Critical Components of an Estate Plan?
- November 30, 2016
- Posted by: Caitlin Gulling
- Category: Estate and Legacy Planning
No Comments
read more
Do You Have a Missing Estate Plan?
- October 6, 2016
- Posted by: Caitlin Gulling
- Category: Estate and Legacy Planning
No Comments
read more
The Importance of Having a Will
- May 6, 2016
- Posted by: Caitlin Gulling
- Category: Estate and Legacy Planning
No Comments
read more
An Executor Checklist for Settling Affairs
- March 30, 2016
- Posted by: Caitlin Gulling
- Category: Estate and Legacy Planning
No Comments
read more
Interview: Elder Law Attorney Monica Franklin
- February 9, 2016
- Posted by: Caitlin Gulling
- Category: Estate and Legacy Planning
No Comments
read more
When To Update Your Legal Documents
- January 27, 2016
- Posted by: Caitlin Gulling
- Category: Estate and Legacy Planning
No Comments
read more
Take Inventory with a Vital Records Worksheet
- January 8, 2016
- Posted by: Caitlin Gulling
- Category: Estate and Legacy Planning
No Comments
read more
Customized Forms Can Benefit Beneficiaries
- November 25, 2015
- Posted by: Caitlin Gulling
- Categories: Estate and Legacy Planning, Financial Planning, IRA's, 401(k)'s, and Retirement Accounts
No Comments
read more
Protecting Your Financial & Legal Documents
- August 11, 2014
- Posted by: Caitlin Gulling
- Category: Estate and Legacy Planning
No Comments
read more